+100.9%
AAOI vs DOCS
-47.4%
+148.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +6.3% | -13.7% | -6.7% |
| 7D | -27.9% | +1.2% | -29.1% | -27.8% |
| 30D | -51.2% | +21.3% | -72.6% | -50.1% |
| 3M | -55.0% | +58.4% | -113.4% | -53.5% |
| 6M | -65.7% | +39.3% | -105.0% | -64.5% |
| YTD | +70.0% | -21.7% | +91.7% | +84.2% |
| 1Y | +100.9% | -47.3% | +148.2% | +150.3% |
| All | +100.9% | -47.4% | +148.4% | +150.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded DOCS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling